Beginning the estate planning process
By: Matthew J. Howard ... [et al.].
Contributors: Howard, Matthew J.; Aspatore, Inc.
Series: Prep your client
Publisher: Aspatore
Published: 2009
Place of publication: [Boston, Mass.]
Language: eng
Number of pages: 49
ISBN-13: 9780314907332
Subjects: Estate planning
Table of contents: title: The importance of client engagement throughout the process / Matthew J. Howard; title: Making the most of an uncomfortable process / Morton L. Price; title: Key considerations for working with new clients and families / Dan C. Peare; title: Providing effective client guidance / Tracy Adler Craig; title: Understanding client concerns and goals early in the planning process / Daniel R. Stogsdill; title: Preparing an appropriate strategy / Patricia Galteri.